| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,644 | $5.73M | $10.68M | $4.94M | 86.22% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,987 | $254,030.59 | $388,299.54 | $134,268.95 | 52.86% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 4,849 | $663,568.25 | $947,591.58 | $284,023.33 | 42.8% |
| KS Kristi Shields ROGCO, LP | 2,429 | $298,233 | $474,675.18 | $176,442.18 | 59.16% |
Syon Capital LLC SYON CAPITAL LLC | 21,133 | $2.46M | $3.87M | $1.41M | 57.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 405,177 | $56.21M | $75.19M | $18.99M | 33.78% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 5,590 | $571,912.92 | $1.09M | $520,484.88 | 91.01% |
Melissa S. Kampmann Kampmann Melissa S. | 1,895 | $321,923 | $347,315.6 | $25,392.6 | 7.89% |
Brian Glenn Premier Path Wealth Partners, LLC | 10,062 | $1.15M | $1.97M | $813,031.29 | 70.5% |
| AK Alisha Kamadia United Community Bank | 168 | $15,199.67 | $32,830.56 | $17,630.89 | 116% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 1,937 | $278,414.28 | $378,528.54 | $100,114.26 | 35.96% |
Greg Werlinich Werlinich Asset Management, LLC | 14,170 | $1.58M | $2.6M | $1.02M | 64.57% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,065 | $9.07M | $13M | $3.94M | 43.44% |
Robert Shea NEOS Investment Management LLC | 167,454 | $21.12M | $32.72M | $11.61M | 54.96% |
Teresa Douberly Burford Brothers, Inc. | 4,051 | $466,359.19 | $791,646.42 | $325,287.23 | 69.75% |
Riley Stephenson Stephenson & Company, Inc. | 3,386 | $377,365.81 | $620,501.43 | $243,135.62 | 64.43% |
James Rankin Modern Wealth Management, LLC | 7,873 | $1.03M | $1.45M | $424,023.64 | 41.21% |
Menachem Striks Morton Capital Management LLC/CA | 2,607 | $442,878 | $509,459.94 | $66,581.94 | 15.03% |
Benj Foor Frazier Financial Advisors, LLC | 1,172 | $194,846.04 | $229,032.24 | $34,186.2 | 17.55% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,270 | $2.65M | $4.16M | $1.5M | 56.74% |